EP 84 - What is an RSU & How Can I Eliminate the Taxes From It?

The Mark Perlberg CPA Podcast

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Restricted Stock Units (RSUs) create significant tax challenges for high-income earners, as you're taxed on compensation that doesn't hit your bank account. Strategic tax planning can transform this liquidity problem into wealth-building opportunities through leveraged tax strategies that deliver immediate tax savings.
• RSUs tax you on company stock compensation without providing immediate cash flow
• Simply selling the stocks provides liquidity but misses tax optimization opportunities
• Advanced charitable deduction strategies can provide 2-3x return on investment through tax savings
• Equipment rental investments allow purchase with 10% down while generating depreciation to offset W-2 income
• Solar investments provide both depreciation benefits and tax credits
• Short-term rentals with material participation can reduce W-2 tax burden
• Oil and gas investments typically provide 80-90 cents of tax deduction per dollar invested
• High-income earners can offset up to $600,000 of W-2 income with strategic investments
• Implementation before year-end is crucial for maximum tax benefits
If you appreciate this and want to learn more, go to ProsperalCPA.com/apply or visit taxplanningchecklist.com for more education on minimizing your taxes.

Chapters

1. RSU Tax Challenges Explained (00:00:00)

2. Simple RSU Tax Mitigation Techniques (00:02:24)

3. Advanced Tax Strategies for High Earners (00:03:04)

4. Charitable Deduction Strategies (00:04:47)

5. Equipment Rental and Depreciation Benefits (00:06:34)

6. Additional Tax-Saving Opportunities (00:08:10)

7. Final Recommendations and Resources (00:09:48)